Wellspring Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 352 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$425,000
-50.4%
5,073
-45.1%
0.12%
-47.7%
Q4 2021$857,000
-5.7%
9,237
-11.4%
0.24%
-12.8%
Q3 2021$909,000
-11.8%
10,430
-10.2%
0.27%
-15.4%
Q2 2021$1,031,000
+314.1%
11,610
+115.1%
0.32%
+170.0%
Q1 2021$249,000
-83.9%
5,397
-73.3%
0.12%
-77.7%
Q4 2020$1,545,000
+51.6%
20,229
+17.2%
0.54%
+35.1%
Q3 2020$1,019,000
+40.6%
17,254
+35.2%
0.40%
+33.4%
Q2 2020$725,000
+191.2%
12,762
+136.5%
0.30%
+149.2%
Q1 2020$249,0005,3970.12%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
SHAKESPEARE WEALTH MANAGEMENT, INC. 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders